| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Motley Fool Wealth Management, LLC | 1,163,698 | 25,194,000 | 12.81% | ||
| 2 | WELLS FARGO & COMPANY/MN | 977,611 | 21,164,000 | 10.76% | ||
| 3 | NOTTINGHAM ADVISORS, INC. | 762,147 | 16,500,000 | 8.39% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 740,768 | 16,038,000 | 8.15% | ||
| 5 | MORGAN STANLEY | 683,260 | 14,793,000 | 7.52% | ||
| 6 | FINANCIAL STRATEGY NETWORK, LLC | 657,750 | 14,127,000 | 7.18% | ||
| 7 | GM Advisory Group, LLC | 441,865 | 9,566,000 | 4.86% | ||
| 8 | HighTower Advisors, LLC | 418,578 | 9,055,000 | 4.60% | ||
| 9 | EASTERN BANK | 388,570 | 8,412,000 | 4.28% | ||
| 10 | UBS Group AG | 328,051 | 7,102,000 | 3.61% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 229,997 | 4,979,000 | 2.53% | ||
| 12 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 200,885 | 4,349,000 | 2.21% | ||
| 13 | NewSquare Capital LLC | 179,771 | 3,892,000 | 1.98% | ||
| 14 | Vigilant Capital Management, LLC | 166,194 | 3,598,000 | 1.83% | ||
| 15 | Raub Brock Capital Management LP | 141,003 | 3,053,000 | 1.55% | ||
| 16 | ASSET DEDICATION, LLC | 141,471 | 3,047,000 | 1.55% | ||
| 17 | COOKSON PEIRCE & CO INC | 135,515 | 2,934,000 | 1.49% | SH | |
| 18 | Carnegie Investment Counsel | 130,675 | 2,819,000 | 1.43% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 124,194 | 2,689,000 | 1.37% | ||
| 20 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70,502 | 1,526,000 | 0.78% | ||
| 21 | ROYAL BANK OF CANADA | 65,857 | 1,426,000 | 0.73% | ||
| 22 | IMA Advisory Services, Inc. | 63,940 | 1,384,000 | 0.70% | ||
| 23 | CITADEL ADVISORS LLC | 60,347 | 1,307,000 | 0.66% | ||
| 24 | LPL Financial LLC | 59,123 | 1,271,000 | 0.65% | ||
| 25 | JANE STREET GROUP, LLC | 47,401 | 1,026,000 | 0.52% | ||
| 26 | Community Bank, N.A. | 44,330 | 959,000 | 0.49% | ||
| 27 | Commonwealth Equity Services, Inc | 44,143 | 956,000 | 0.49% | ||
| 28 | Financial Advisory Group | 43,345 | 938,000 | 0.48% | ||
| 29 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 42,831 | 923,000 | 0.47% | ||
| 30 | BAIRD FINANCIAL GROUP, INC. | 41,028 | 888,000 | 0.45% | ||
| 31 | Linscomb Wealth, Inc. | 40,477 | 876,000 | 0.45% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 39,009 | 845,000 | 0.43% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,976 | 757,000 | 0.38% | ||
| 34 | OLIVER LUXXE ASSETS LLC | 33,243 | 720,000 | 0.37% | ||
| 35 | AMERIPRISE FINANCIAL INC | 29,082 | 630,000 | 0.32% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 28,824 | 624,000 | 0.32% | ||
| 37 | FCG ADVISORS, LLC | 28,742 | 622,000 | 0.32% | ||
| 38 | Courage Miller Partners, LLC | 27,510 | 596,000 | 0.30% | ||
| 39 | RPG FAMILY WEALTH ADVISORY, LLC | 24,284 | 525,748 | 0.27% | ||
| 40 | Argentus Capital Management, LLC | 23,009 | 498,000 | 0.25% | ||
| 41 | STIFEL FINANCIAL CORP | 21,865 | 472,000 | 0.24% | ||
| 42 | BOSTON ADVISORS LLC | 21,717 | 470,000 | 0.24% | ||
| 43 | GIRARD SECURITIES, INC. | 20,450 | 443,000 | 0.23% | ||
| 44 | IFP ADVISORS, INC | 18,364 | 398,000 | 0.20% | ||
| 45 | WOLVERINE TRADING LP /BD | 15,632 | 339,000 | 0.17% | ||
| 46 | LINCOLN NATIONAL CORP | 14,671 | 318,000 | 0.16% | ||
| 47 | TRUST CO | 13,337 | 289,000 | 0.15% | ||
| 48 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12,240 | 265,000 | 0.13% | ||
| 49 | WEALTHCARE ADVISORY PARTNERS LLC | 11,182 | 242,000 | 0.12% | ||
| 50 | M&T BANK CORP | 9,847 | 213,000 | 0.11% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
